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Helios Technologies
HLIO

Overview Fund Activity

112 hedge funds and large institutions have $685M invested in Helios Technologies in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
50
Reduced
30
Closed
10
Calls
–
Puts
$385K
Net Calls
-$385K
Net Calls Change
+$176K

Top Buyers

1
FAM
1
Fred Alger Management
New York
$17.1M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$22.5M
3
BCM
3
Brown Capital Management
Maryland
$136M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.11M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$17.4M

Top Sellers

1
RA
1
Royce & Associates
New York
$80.3M
2
GAM
2
Gotham Asset Management
New York
$356K
3
CM
3
CS McKee
Pennsylvania
$2.23M
4
Ameriprise
4
Ameriprise
Minnesota
$4.99M
5
SCP
5
Scoria Capital Partners
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PRS
101
Pinkerton Retirement Specialists
Idaho
$33K +$33K +862 New
Creative Planning
102
Creative Planning
Kansas
$20K -$5K -150 -20%
TSW
103
Thompson Siegel & Walmsley
Virginia
$20K – – –
MWP
104
MYCIO Wealth Partners
Pennsylvania
$17K – – –
Geode Capital Management
105
Geode Capital Management
Massachusetts
$5.63K +$288 +8,666 +5%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$5K -$1.23K -34 -20%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4K +112 New
MFS
108
MSI Financial Services
Massachusetts
$3K – – –
CG
109
Cutler Group
California
$3K – – –
MPWT
110
MassMutual Private Wealth & Trust
Connecticut
$1.03K – – –
S
111
SignatureFD
Georgia
$1K – – –
BWA
112
Burt Wealth Advisors
Maryland
$1K +$1K +11 New
SCP
113
Scoria Capital Partners
Connecticut
– -$1.33M -41,889 Closed
EIA
114
Edgemoor Investment Advisors
Maryland
– -$467K -14,720 Closed
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
– -$362K -11,406 Closed
Rafferty Asset Management
116
Rafferty Asset Management
New York
– -$337K -10,386 Closed
AG
117
Algert Global
California
– -$275K -8,670 Closed
Citadel Advisors
118
Citadel Advisors
Florida
– -$204K -6,442 Closed
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
– -$174K -5,474 Closed
SC
120
Saturna Capital
Washington
– -$79K -2,500 Closed
TRCT
121
Tower Research Capital (TRC)
New York
– -$12K -385 Closed
TFA
122
Transamerica Financial Advisors
Florida
– -$5K -150 Closed
1 2 3 4
5